Secure E-Filing & Records
Encrypted client portal and audit-ready documentation.
Sensitive documents shouldn't move through email. Every client engagement runs through our encrypted portal with audit-ready workpaper retention and year-round access to your filings.
A fit for clients who need…
- Anyone uncomfortable emailing tax documents
- Clients with complex, multi-document filings
- Households needing shared access for spouses or advisors
Scope of work
- Encrypted client portal access
- Year-round document storage
- Signed copies of every filed return
- Audit-ready workpapers retained per policy
- Multi-factor authentication
How we work this engagement.
Invite
We send a portal invite the moment you engage.
Upload
Drag and drop documents — we're notified instantly.
Sign
Returns reviewed and signed electronically inside the portal.
Access
Filings remain available year-round for refinance, lender, or audit requests.
Common questions.
How long do you retain my documents?+
We retain client files and workpapers in line with IRS guidance — generally a minimum of seven years.
Can my lender or financial advisor access my returns?+
You can download and share any filing at any time, or we can send a copy on your written request.
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